Tax Services

End-of-Year Tax Planning Checklist

I don’t think anyone would argue that the last three tax years have been bizarre, to say the least. From Pandemic-driven extensions to the tax filing date to stimulus payments, the American Rescue Plan, student loan forgiveness, IRS staffing shortages […]

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Don’t Just Wish … Plan.

Schedule your tax planning session now, and reap the benefits later. “A goal without a plan is just a wish,” wrote Antoine de Saint-Exupéry. However, when it comes to our taxes — particularly for self-employed individuals — we’re often left […]

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